NWM
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Navigoe Wealth Management’s Southwest Gas SWX Stock Holding History

Navigoe Wealth Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Buy
+2
New +$179 ﹤0.01% 1089

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Navigoe Wealth Management's SWX Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Southwest Gas (SWX) in Q2 2026: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Navigoe Wealth Management held 2 shares of Southwest Gas worth $0 as of Q2 2026.
  • Southwest Gas was a new Navigoe Wealth Management position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1089 holding.
  • 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.